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Click ‘Get Form’ to open the Legatees and Devisees form in the editor.
Begin by entering the Court Name and Case Name at the top of the form. If you have a Case Number, include it as well.
In the section labeled 'PERSONS OR ENTITIES TO INHERIT UNDER THE WILL', list all individuals or entities named in the will who were alive at the time of the decedent's death. For each entry, provide their name, relationship to the decedent, age status (under 18), and mailing address.
Next, document any persons named in the will who were not living at the time of death. Include their names and dates of death.
Continue by listing any contingent beneficiaries if applicable, followed by children of deceased beneficiaries who would inherit under the will.
Finally, complete the section for known relatives not named as beneficiaries, including spouses and children. Ensure all required fields are filled accurately.

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What is the difference between a legatee and a devisee?

A legatee inherits personal property (jewelry, vehicles, cash, etc.) while a devisee inherits real property, such as the family home. Under current laws, though, the main difference between a legatee and a devisee is simply the governing state law.

What is the difference between heirs and devisees?

Whats the difference between heir and devisee? Heres how to tell them apart: An heir inherits automatically based on state lawand only when theres no will in place. A devisee is named in a will to inherit real property.

What are legatees and devisees?

All legatees are beneficiaries, but not all beneficiaries are legatees. A legatee specifically refers to someone receiving personal property through a will.

What exactly is a legatee?

The literal meaning of a legatee is one who receives a legacy. Specifically, in the law of wills and property, a legatee is an individual who receives a portion of a testators estate, or rather the individual receives a legacy, which is personal property from a will.

What is an example of a legatee?

A legatee may be given specific items, like jewellery or furniture, or a fixed amount of money. These gifts, known as legacies, are outlined clearly in the will. A legatee can be a family member, friend, organisation, or charity. They are not limited to individuals and do not need to be heirs in the legal sense.

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